See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,317 | $201,272-82.0% | $184,203-80.3% | $145,922-75.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.78% | 29.00%-19.2pp | 28.81%-19.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,185 | $7,022-68.9% | $6,427-66.0% | $4,660-53.1% |
| Participant deferral / active EE | $2,656 | $9,806-72.9% | $9,131-70.9% | $6,688-60.3% |
| Admin fee / account holder | $288 | $16,364-98.2% | $13,901-97.9% | $13,397-97.9% |